
Founder & CEO, CFP® CIM®
Ricardo works with you to help you save money in taxes, grow your pharmacy, and implement wealth building strategies. He studied at the University of Waterloo and Wilfrid Laurier University, majoring in accounting and finance.
Together with his spouse, Maribel, and children Valentina, Sebastian, and Benjamin, he enjoys travelling, especially to watch major soccer tournaments like the FIFA World Cup as an avid soccer fan. Ricardo also enjoys playing squash and golf.

Senior Manager, CPA, CA
Ashley is a highly experienced tax and accounting professional who specializes in serving individuals, pharmacists, doctors and dental professionals. With advanced certifications in taxation and many years of expertise in accounting, she provides tailored strategies to help her clients minimize tax liabilities, improve financial efficiency, and stay fully compliant with all reporting requirements.
Ashley’s approach is hands-on, proactive, and focused on delivering clear and actionable advice to help clients achieve their growth and financial goals with confidence.
Outside of her professional work, Ashley lives in Rockwood with her spouse, Scott, and their son, Corbin. As a family, they share a passion for horses, enjoying horseback riding and managing their own horse boarding facility — a reflection of the same dedication and care that Ashley brings to her clients every day.

Accounting Manager, CPA
Sanjot is an experienced CPA specializing in tax, assurance, and accounting. With several years of professional experience, she provides practical and strategic guidance to help clients navigate complex reporting requirements and make informed financial decisions with confidence. Sanjot also brings a passion for teaching, having taught a variety of post-secondary accounting courses, and helping students develop strong technical and professional skills.
Outside of work, Sanjot lives in Mississauga with her spouse. Together, they enjoy traveling and exploring new places, and staying active through tennis, and time outdoors.

Senior Accountant, ACCA
Ali is an CA-certified accountant (UK) with six years of expertise in accounting and tax, specializing in supporting small to medium-sized owner-managed businesses, particularly in the dental and pharmacy industries. He is skilled in preparing compilation engagements, corporate and personal tax returns for Canadian clients, and managing bookkeeping teams to ensure efficient financial operations.
A sports enthusiast, Ali enjoys playing badminton and spends his free time reading about global trends.

Staff Accountant, MBA
Muddassar is a skilled accounting professional with 8+ years of experience, specializing in bookkeeping for small to medium-sized owner-managed businesses. His expertise spans the dental and pharmacy industries across Canadian and US markets.
Muddassar has a broad background working with privately held businesses in sectors i.e household appliances, manufacturing, and frozen foods. He holds an MBA and is currently pursuing his CMA (Chartered Management Accountant) degree, reinforcing his commitment to continuous professional growth.
Outside of work, Muddassar is passionate about staying updated with global business and investment trends. A dedicated father, Mudassar also prioritizes creating innovative and educational opportunities for his children, ensuring they are equipped for the future.

Staff Accountant, MBA
Abdul Moeez is a dedicated bookkeeping specialist with a strong focus on the dental and pharmacy industries. With an MBA from Pakistan and over five years of experience in Canadian and U.S. bookkeeping, he excels at supporting small to medium-sized owner-managed businesses with their financial management needs.
Abdul Moeez is committed to delivering accurate and reliable bookkeeping solutions to help businesses thrive. Outside of work, he enjoys playing cricket, soccer, and video games to unwind and stay engaged.

Staff Accountant, MBA
Ahmad is a dedicated accounting professional with strong experience in bookkeeping, financial reporting, payroll administration, and cloud-based accounting systems. He specializes in supporting small businesses and professional practices, ensuring their financial records are accurate, organized, and compliant.
He loves combining analytical thinking with relationship-building and has a passion for working with client teams to help them grow and improve to achieve their goals.
Committed to ongoing professional development, Ahmad continues to expand his technical expertise and industry knowledge to better support the needs of clients. He approaches his work with professionalism, integrity, and a dedication to delivering high-quality service. He holds an Accounting Degree and over five years’ experience in Canadian and U.S. bookkeeping.
Outside of his professional responsibilities, Ahmad prioritizes continuous learning and personal growth and maintains a strong commitment to family and community values. Ahmad enjoys traveling, spending time with his family and playing football & table tennis.

Staff Accountant, CA Inter, CPA
Waqar Ahmed is a Chartered Accountant (Pakistan), CPA (UK), and currently pursuing an MBA, with 3+ years of experience in accounting, bookkeeping, and taxation. He specializes in supporting small to medium owner-managed dental and pharmacy businesses in Canada and the U.S., delivering accurate financial reporting and tailored bookkeeping solutions.
Outside work, he enjoys horse riding, traveling, exploring new cuisines, and spending quality time with family and friends.

Digital Marketing Manager, MMKG
Brandon is a recent Master of Marketing graduate who is passionate about creating compelling brand strategies and driving customer engagement. With a deep interest in consumer psychology and digital trends, Brandon thrives on developing innovative marketing campaigns that connect with audiences and deliver measurable results. Known for his creativity and collaborative approach, Brandon is eager to bring fresh ideas and energy to the marketing world.
Outside of work, Brandon enjoys going out with friends, listening to music, going to dance classes, reading, and playing video games.

Founder & CEO, CFP® CIM®
Ricardo works with you to help you save money in taxes, grow your pharmacy, and implement wealth building strategies. He studied at the University of Waterloo and Wilfrid Laurier University, majoring in accounting and finance.
Together with his spouse, Maribel, and children Valentina, Sebastian, and Benjamin, he enjoys travelling, especially to watch major soccer tournaments like the FIFA World Cup as an avid soccer fan. Ricardo also enjoys playing squash and golf.
Senior Manager, CPA, CA
Ashley is a highly experienced tax and accounting professional who specializes in serving individuals, pharmacists, doctors and dental professionals. With advanced certifications in taxation and many years of expertise in accounting, she provides tailored strategies to help her clients minimize tax liabilities, improve financial efficiency, and stay fully compliant with all reporting requirements.
Ashley’s approach is hands-on, proactive, and focused on delivering clear and actionable advice to help clients achieve their growth and financial goals with confidence.
Outside of her professional work, Ashley lives in Rockwood with her spouse, Scott, and their son, Corbin. As a family, they share a passion for horses, enjoying horseback riding and managing their own horse boarding facility — a reflection of the same dedication and care that Ashley brings to her clients every day.


Accounting Manager, CPA
Sanjot is an experienced CPA specializing in tax, assurance, and accounting. With several years of professional experience, she provides practical and strategic guidance to help clients navigate complex reporting requirements and make informed financial decisions with confidence. Sanjot also brings a passion for teaching, having taught a variety of post-secondary accounting courses, and helping students develop strong technical and professional skills.
Outside of work, Sanjot lives in Mississauga with her spouse. Together, they enjoy traveling and exploring new places, and staying active through tennis, and time outdoors.
Senior Accountant, ACCA
Ali is an CA-certified accountant (UK) with six years of expertise in accounting and tax, specializing in supporting small to medium-sized owner-managed businesses, particularly in the dental and pharmacy industries. He is skilled in preparing compilation engagements, corporate and personal tax returns for Canadian clients, and managing bookkeeping teams to ensure efficient financial operations.
A sports enthusiast, Ali enjoys playing badminton and spends his free time reading about global trends.


Senior Accountant, BCom
Kevin is an experienced accountant specializing in compliance, tax, and assurance, with several years of full-cycle accounting experience. He has managed a diverse portfolio of clients ranging from small business to mid-sized and large companies.
Outside of work, Kevin lives in Mississauga with his family. Constantly trying to stay fit to keep up with his son. Together, the family enjoys travelling together. Kevin is a fun guy. He enjoys playing sports, music lover, into streetwear/fashion, plays video games and is black belt in Tae Kwon Do.
Staff Accountant, MBA
Muddassar is a skilled accounting professional with 8+ years of experience, specializing in bookkeeping for small to medium-sized owner-managed businesses. His expertise spans the dental and pharmacy industries across Canadian and US markets.
Muddassar has a broad background working with privately held businesses in sectors i.e household appliances, manufacturing, and frozen foods. He holds an MBA and is currently pursuing his CMA (Chartered Management Accountant) degree, reinforcing his commitment to continuous professional growth.
Outside of work, Muddassar is passionate about staying updated with global business and investment trends. A dedicated father, Mudassar also prioritizes creating innovative and educational opportunities for his children, ensuring they are equipped for the future.


Staff Accountant, MBA
Abdul Moeez is a dedicated bookkeeping specialist with a strong focus on the dental and pharmacy industries. With an MBA from Pakistan and over five years of experience in Canadian and U.S. bookkeeping, he excels at supporting small to medium-sized owner-managed businesses with their financial management needs.
Abdul Moeez is committed to delivering accurate and reliable bookkeeping solutions to help businesses thrive. Outside of work, he enjoys playing cricket, soccer, and video games to unwind and stay engaged.
Staff Accountant
Hamza Zulfiqar is a bookkeeping specialist with experience in the dental and pharmacy industries. He holds a Bachelor of Commerce (B.Com) from Pakistan and has over four years of experience in Canadian and U.S. bookkeeping. He has strong knowledge of accounting software and financial reporting processes. His expertise includes managing accounts payable and receivable, bank reconciliations, and HST/GST filings. He works closely with small and medium-sized owner-managed businesses to handle their daily financial operations efficiently and accurately.
Hamza is committed to providing organized, accurate, and reliable bookkeeping services that help businesses operate smoothly and grow with confidence. Outside of work, he enjoys playing cricket, snooker, and video games.


Staff Accountant
Shahzaib Khalid holds a Master’s degree in Accounting and Finance and brings over five years of hands-on experience working within Canadian accounting practices. He has developed strong expertise in bookkeeping, account reconciliations, and managing month-end close processes with a high level of accuracy and efficiency.
Shahzaib takes pride in maintaining clean, organized financial records and ensuring that clients have reliable, up-to-date information to support better business decisions.
Outside of work, Shahzaib enjoys staying active at the gym and unwinding with movies during his leisure time.
Digital Marketing Manager, MMKG
Brandon is a recent Master of Marketing graduate who is passionate about creating compelling brand strategies and driving customer engagement. With a deep interest in consumer psychology and digital trends, Brandon thrives on developing innovative marketing campaigns that connect with audiences and deliver measurable results. Known for his creativity and collaborative approach, Brandon is eager to bring fresh ideas and energy to the marketing world.
Outside of work, Brandon enjoys going out with friends, listening to music, going to dance classes, reading, and playing video games.

Many dentists are overpaying money in taxes every year and have no idea! Schedule a call to find out how much tax savings we can potentially find you.
Many dentists are overpaying money in taxes every year and have no idea! Schedule a call with us to find out how much tax savings we can potentially find you.